Donor Profile

The Donor Profile page provides you with at-a-glance information about the donor, including all recent donations, lifetime donations, as well as basic donor information. 

Donor Overview Tab

The Donor Overview tab provides a detailed summary of an individual donor’s contributions. It displays key donation statistics, including the donor’s total lifetime giving, average donation amount, and highest single donation.

This tab helps track how much each donor has contributed across all fundraisers and campaigns.

The Donor Overview tab also displays helpful details like the donor’s registration date (the date they became a donor), their first donation amount, and their subscription status. Admins can add private notes to a donor’s profile. These notes are only visible to site administrators and can be used to track special interactions or important details.

Recent Transactions

The Recent Transactions section lists the donor’s most recent donations in one place. To view the full donation history, select the View All Transactions link. This link opens a donation history page that’s specific to the selected donor. For more details on donation records and transaction management, see the Donations Page documentation.

Donor Profile Tab

The Donor Profile tab displays detailed information about the donor. Most fields in this tab are editable, allowing admins to update contact information, manage donor details, and maintain accurate records. This tab includes donor information such as a profile picture, donor ID, and donor name.

Addresses

The Addresses section stores addresses for each donor. Admins can add and manage multiple addresses for a single donor.

When a logged-in donor gives a donation, their default billing address is automatically filled in on the donation form—if the billing address field is enabled for that form.

If a donor uses the same email address but enters a different billing address during checkout, the new address is saved automatically in this section.

Donor Emails

The Emails section shows all the email addresses the donor has used when making donations. Admins can add new email addresses and set any email as the primary email.

The primary email address is automatically filled in on the donation form when the donor is logged in.

Donor Profile Options

Select the three-dot menu at the top-right corner of the Donor Profile to access more options:

• View WordPress User: Opens the donor’s connected WordPress user account.
• Send Email: Launches the default email application and automatically fills in the donor’s primary email address.

After making any changes to the donor profile, be sure to select Save Changes to keep your updates.

The Donor Profile is a powerful tool for managing donor information, tracking donation history, and staying connected. Keeping donor records up to date helps build stronger relationships and ensures a smooth donation experience.

FAQ